Requirements
- WordPress 6.0 or later
- WooCommerce 7.0 or later
- PHP 7.4 or later
- An active Helm account with admin access
Installation
Download Plugin
Download the latest version of the Helm WooCommerce plugin (.zip)
Download the plugin
Click the download card above to get the latest
helm-woocommerce-latest.zip file.Upload to WordPress
In your WordPress admin, go to Plugins → Add New → Upload Plugin. Choose
the downloaded
.zip file and click Install Now.Connect to Helm
Go to WooCommerce → Settings → Helm in the WordPress admin. Enter your
Helm API key and organization ID, then click Save changes. You can find
these values in the Helm dashboard under Settings → Integrations →
WooCommerce.
What syncs from WooCommerce
When you connect WooCommerce to Helm:- Orders — New and updated orders sync to Helm with customer details, line items, and order status
- Booking products — YITH Booking & Appointment data syncs including dates, times, and participant counts
- Customer information — Names, email addresses, phone numbers, and any custom fields
- Order status changes — Processing, completed, cancelled, and refunded statuses update in Helm automatically
- Order notes — Customer-provided notes and special requests appear in Helm
How sync works
The plugin sends order data to Helm via webhooks whenever an order is created or updated. Changes appear in Helm within seconds of the event in WooCommerce. The sync is one-way from WooCommerce to Helm. WooCommerce is the source of truth for order data — make edits to orders in WooCommerce to keep everything synchronized.Updating the plugin
Deactivate the current plugin
In WordPress admin, go to Plugins, find Helm WooCommerce, and click
Deactivate.
Workflow pipeline
When an order arrives from WooCommerce, Helm processes it through a configurable pipeline that transforms raw order data into structured bookings. The pipeline runs these steps in sequence:- Parse — Reads the incoming order data and extracts relevant fields
- Field mapping — Maps WooCommerce fields to their Helm equivalents (customer name, dates, times, etc.)
- Status mapping — Translates WooCommerce order statuses (processing, completed, cancelled) to Helm booking statuses
- Passenger generation — Creates passenger records from the order’s customer and attendee information
- Experience resolution — Matches the ordered product to an experience in Helm
- Rate resolution — Matches the pricing to a rate on that experience
- Validation — Checks that all required data is present and correctly mapped before creating the booking
Notes templates
You can create templates that automatically generate run notes from your WooCommerce order data. Templates use a simple placeholder syntax — wrap any order field in double curly braces like{{ field_name }} and Helm fills in the value when the order syncs.
For example, a template like:
| default: filter lets you set a fallback value when a field is empty.
You can build and preview templates in the WooCommerce integration settings. The editor shows a live preview so you can see exactly how your notes will look before saving.
Troubleshooting
Orders aren't appearing in Helm
Orders aren't appearing in Helm
Check that the plugin is activated and the connection status shows as connected in WooCommerce → Settings → Helm. If the status shows an error, verify your API key and organization ID. For recent orders, allow a few seconds for the sync to complete.
Connection status shows an error
Connection status shows an error
Double-check that your API key and organization ID are correct. These values
are available in the Helm dashboard under Settings → Integrations →
WooCommerce. If the error persists, ensure your server can make outbound
HTTPS requests to
helmkit.com.YITH booking data isn't syncing
YITH booking data isn't syncing
The plugin supports YITH Booking & Appointment for WooCommerce. Ensure the
YITH plugin is installed and active. Booking data only syncs for orders that
contain YITH booking products — standard WooCommerce products sync as regular
order line items.
Order status changes aren't updating
Order status changes aren't updating
Status changes sync when the order is saved in WooCommerce. If you change a
status through a bulk action or external tool, the webhook may not fire. Open
the order in WooCommerce and save it to trigger a sync.
Plugin update lost my settings
Plugin update lost my settings
Settings are stored in the WordPress database, not in the plugin files. If you follow the update process (deactivate → delete → reinstall), your API key and configuration are preserved. If settings are missing, re-enter them from the Helm dashboard.

